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Andrea Beth Kosoy

STERLING INVESTMENT MANAGEMENT, LLC·WEST PALM BEACH, Florida
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302 DATURA STREET, WEST PALM BEACH, FL 33401-5481CRD# 6440547Firm CRD# 174707
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About

Andrea Beth Kosoy is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with STERLING INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
STERLING INVESTMENT MANAGEMENT, LLC
STERLING INVESTMENT MANAGEMENT
AUM
$2.0B
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at STERLING INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6440547
Firm CRD# 174707
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrea Beth Kosoy offer?
Andrea Beth Kosoy specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Andrea Beth Kosoy's credentials?
Andrea Beth Kosoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Beth Kosoy located?
Andrea Beth Kosoy is based in WEST PALM BEACH, Florida, working with STERLING INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Andrea Beth Kosoy charge for services?
Andrea Beth Kosoy's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING INVESTMENT MANAGEMENT, LLC?
STERLING INVESTMENT MANAGEMENT, LLC has approximately 46 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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